We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

63 hedge funds and large institutions have $148M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $122M → $148M (+$26M)

2.39% more ownership

Funds ownership: 41.62%44.01% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6563 (-2)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
Halpern Financial
Virginia
$152K +$140K +2,180 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$135K -$15.4K -240 -11%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$121K -$7.59K -118 -6%
PCG
54
Private Capital Group
Connecticut
$77K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$43K -$82.5K -1,282 -67%
CAN
56
Cetera Advisor Networks
California
$35K +$32.3K +502 New
OPS
57
Orion Portfolio Solutions
Nebraska
$25K +$21.5K +334 +1,518%
IA
58
IFP Advisors
Florida
$15K +$8.37K +130 +144%
LFG
59
Larson Financial Group
Missouri
$15K +$14.3K +222 New
APA
60
American Portfolios Advisors
New York
$10.7K +$9.01K +140 +1,000%
TFS
61
TrustCore Financial Services
Tennessee
$10K
GT
62
Glenmede Trust
Pennsylvania
$5K
JG
63
Jefferies Group
New York
$3.48K +$3.22M +50,000 New
GI
64
Gradient Investments
Minnesota
$3K -$21.8K -338 -90%
THWM
65
Taylor Hoffman Wealth Management
Virginia
$2K +$1.8K +28 New
Jane Street
66
Jane Street
New York
-$1.99M -35,994 Closed
UR
67
USCA RIA
Texas
-$403K -7,300 Closed
GFS
68
GYL Financial Synergies
Connecticut
-$282K -5,104 Closed
GSWM
69
Golden State Wealth Management
California
-$109K -1,982 Closed
AIC
70
Ameritas Investment Company
Nebraska
-$25K -454 Closed
SF
71
Synovus Financial
Georgia
-$21K -378 Closed
BFEC
72
Benjamin F. Edwards & Company
Missouri
-$13K -236 Closed
NFG
73
Next Financial Group
Texas
-$12K -220 Closed
DWM
74
Darwin Wealth Management
Florida
-$11K -200 Closed
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.53K -64 Closed

IVOG Hedge Fund Activity: Q2 2020 in Review

63 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2020, worth a combined $148M — up 21% from $122M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IVOG and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 14 added.

The largest buyer was Bank of America, adding an estimated $4.58M. The largest seller was Citadel Advisors, cutting an estimated $2.61M.

  • 63 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2020, down from 65 in Q1 2020.
  • Funds reported $148M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 11 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2020 and 12 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2020 was Bank of America, an estimated $4.58M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2020 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.